Broker Check
Erin Egesdal, CFP®

Erin Egesdal, CFP®

Financial Advisor

If there's one thing in life that's inevitable, it's change.

Some life changes are exciting – like a long-awaited retirement, a baby on the way, or a new job. Others are more somber – like a separation, receiving an inheritance from a loved one, or losing a spouse.

Whether exciting or somber, change creates uncertainty. 

My job is to help you navigate from confusion to clarity; to provide solutions for your most pressing financial concerns. And, once you’re able to sleep at night, I’ll stick with you for the long term, helping you achieve your personal financial goals through a specific mix of actions and investments.

You.

Some money-related concern is keeping you up at night. 

It might be a nagging feeling that you need to get organized, or perhaps it's a specific trigger - like:

  • You took a new job and don't know what to do with your old 401K.
  • Dancing with the idea of retirement. You just want to know when you can retire responsibly.
  • You're in retirement, but feel unsettled because you’re afraid your money won’t last.
  • Overwhelmed by a windfall of inherited money. You know you have one chance to get it right, and don’t want to make a mistake.
  • Simply ready to transfer the reins to a financial professional who can manage your investments so you don’t have to.

Whatever your trigger may be, you’re definitely:

  • A genuinely nice person;
  • Open to a long-term relationship with a CERTIFIED FINANCIAL PLANNER™;
  • Eager to find clarity in your current financial situation so that you can focus your time and energy on the things that bring you joy.

Me.

I've been helping women and their families to grow and protect wealth since 2011. I’m a CERTIFIED FINANCIAL PLANNER™, held to a fiduciary standard. I hold my series 7 & 66 securities registrations as well as my Life & Health insurance licenses.

It was through a hands-on seminar on Microfinance at Stanford University that I first grasped the potential for targeted, intentional investing to transform lives for the better. At Stanford, I earned my Bachelor and Master’s degree.

My investment philosophy in action:

Everything should be made as simple as possible, but no simpler.  – Albert Einstein.

Five rules I live by:

  1. Let your ‘Yes’ be ‘Yes’ and your ‘No’ be ‘No.’ 
  2. You can do anything, but not everything. 
  3. Start by doing what's necessary; then do what's possible; and suddenly you are doing the impossible.
  4. If you’re going through hell, keep going.
  5. Courage doesn't always roar. Sometimes courage is the little voice at the end of the day that says I'll try again tomorrow. 

Ready to take the next step?

Take this Survey!

I’ll give you a call, and we’ll have a quick conversation. If I truly believe I can help you (and you truly feel that I might be the right advisor for you), we’ll go from there. If not, I’ll share as much useful information as I possibly can.